WIC
UL icon

Woodmont Investment Counsel’s Unilever UL Stock Holding History

Woodmont Investment Counsel’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$413K Buy
6,870
+29
+0.4% +$1.68K 0.02% 220
2026
Q1 		$390K Hold
6,841
– – 0.02% 212
2025
Q4 		$447K Sell
6,841
-174
-2% -$11.7K 0.03% 192
2025
Q3 		$468K Hold
7,015
– – 0.03% 188
2025
Q2 		$483K Sell
7,015
-131
-2% -$9.19K 0.03% 201
2025
Q1 		$479K Buy
7,146
+106
+2% +$6.84K 0.03% 195
2024
Q4 		$449K Sell
7,040
-116
-2% -$7.83K 0.03% 194
2024
Q3 		$523K Sell
7,156
-487
-6% -$33.7K 0.04% 175
2024
Q2 		$473K Buy
7,643
+1,544
+25% +$91.2K 0.04% 179
2024
Q1 		$344K Sell
6,099
-35
-0.6% -$1.94K 0.03% 206
2023
Q4 		$335K Sell
6,134
-483
-7% -$26.1K 0.03% 194
2023
Q3 		$368K Sell
6,617
-355
-5% -$20.5K 0.04% 179
2023
Q2 		$409K Sell
6,972
-7,262
-51% -$431K 0.04% 174
2023
Q1 		$832K Hold
14,234
– – 0.09% 142
2022
Q4 		$806K Sell
14,234
-355
-2% -$19K 0.09% 144
2022
Q3 		$720K Sell
14,589
-3,549
-20% -$185K 0.09% 145
2022
Q2 		$935K Buy
18,138
+612
+3% +$31.2K 0.12% 134
2022
Q1 		$899K Buy
+17,526
New +$976K 0.1% 142

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Woodmont Investment Counsel's UL Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Unilever (UL) stake by 0.42% in Q2 2026, buying an estimated $1.68K and bringing the position to 6,870 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #220.

Woodmont Investment Counsel first reported a position in UL in Q1 2022 and has held it in 18 quarters since. The position peaked at $935K in Q2 2022. 624 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Woodmont Investment Counsel held 6,870 shares of Unilever worth $413K as of Q2 2026.
  • Woodmont Investment Counsel bought 29 Unilever shares in Q2 2026, an estimated $1.68K.
  • Unilever made up 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #220 holding.
  • Woodmont Investment Counsel first reported a position in Unilever in Q1 2022 and has held it in 18 quarters since.
  • Woodmont Investment Counsel's Unilever position peaked at $935K in Q2 2022.
  • 624 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.